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IBM
IBM

Overview Fund Activity

2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
1826
Gallagher Fiduciary Advisors
Illinois
$499K +$124K +719 +33%
APA
1827
Astoria Portfolio Advisors
New York
$499K +$93.2K +539 +23%
PA
1828
Planning Alternatives
Michigan
$498K +$1.9K +11 +0.4%
HIC
1829
Harvey Investment Company
Kentucky
$498K – – –
BTWM
1830
Baker Tilly Wealth Management
Wisconsin
$498K -$630K -3,645 -56%
KS
1831
Karpas Strategies
Connecticut
$498K +$865 +5 +0.2%
BLC
1832
Brown, Lisle/Cummings
Rhode Island
$498K +$14.2K +82 +3%
FBT
1833
First Bankers Trust
Kentucky
$494K -$10.4K -60 -2%
IAG
1834
Investment Advisory Group
Massachusetts
$493K +$101K +586 +26%
FWI
1835
Facet Wealth Inc
Maryland
$492K +$78.9K +413 +19%
AAIM
1836
Asset Advisors Investment Management
Georgia
$492K +$492K +2,843 New
DOA
1837
D'Orazio & Associates
Virginia
$492K -$692 -4 -0.1%
SCA
1838
Sandy Cove Advisors
Massachusetts
$491K -$14K -81 -3%
OCPWS
1839
One Charles Private Wealth Services
Massachusetts
$491K – – –
EWA
1840
EverSource Wealth Advisors
Alabama
$491K +$28.8K +150 +6%
NRG
1841
Nemes Rush Group
Michigan
$490K -$17.8K -103 -4%
NFSG
1842
Newbridge Financial Services Group
Florida
$489K -$96.5K -558 -16%
SCG
1843
Sonata Capital Group
Washington
$489K +$51.9K +300 +12%
CIA
1844
Cohen Investment Advisors
New Hampshire
$487K -$5.61K -40 -1%
CGA
1845
Crescent Grove Advisors
Illinois
$487K -$8.65K -50 -2%
GG
1846
Greenwood Gearhart
Arkansas
$485K – – –
MFG
1847
Magnus Financial Group
New York
$485K -$6.23K -36 -1%
CAS
1848
CTC Alternative Strategies
Illinois
$484K +$484K +2,800 New
NAG
1849
Northstar Advisory Group
New Jersey
$483K -$5.36K -31 -1%
BDFN
1850
Bond & Devick Financial Network
Minnesota
$483K -$177K -1,025 -27%
72 73
74
75 76